This webinar provides a detailed overview of the newly updated e-signature functionality within the CyberGrants grant management platform. It explains that this feature allows administrators to seamlessly integrate digital signatures into their critical grant workflows, automating the process of sending documents for approval and reducing the administrative burden. The presentation highlights that the latest enhancements to the e-signature capabilities empower CyberGrants users to independently manage and maintain the e-signature templates, without the need for support from the Bonterra team.
This webinar covers the step-by-step instructions for configuring the e-signature feature, including the prerequisites such as ensuring the appropriate user permissions are set up and establishing the integration with either DocuSign or Adobe Sign. It delves into the specifics of formatting the e-signature templates, including the proper syntax for merge fields and signer fields, to ensure a smooth integration with the CyberGrants system. The presentation emphasizes the importance of thoroughly previewing and validating the templates before publishing them for end-user access, enabling administrators to take full control of the e-signature management process within their grant programs.
Configuring Bonterra eSignatures Presentation Slides
